See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,387 | $48,230-74.3% | $67,502-81.7% | $80,856-84.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 13.61% | 18.28%-4.7pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $675 | $2,020-66.6% | $2,731-75.3% | $2,755-75.5% |
| Participant deferral / active EE | $1,092 | $2,924-62.7% | $4,000-72.7% | $4,296-74.6% |
| Admin fee / account holder | $453 | $3,681-87.7% | $3,998-88.7% | $6,918-93.5% |